1丨Industry Information
① With double-digit growth, the performance of these two building materials veterans exceeded industry expectations
Mona Lisa and Haiou Residential Group announced their performance for the first half of 2020, and their double-digit performance growth is very strong! Sales of Mona Lisa's ceramic plates and thin ceramic tiles grew rapidly. Sales of related products reached 217 million yuan, a year-on-year increase of 32.92%, accounting for 12.13% of total revenue, an increase of 1.97% over the same period last year. . Haiou Housing has been driven by the entire capital market. In one year, Haiou Housing's share price has increased by about three times, and its current market value is around 7.4 billion. In 2020, Haiou Housing has made many capital operations and marketing actions, especially several consecutive investment and acquisition actions. The investment is not large, but it may enhance the competitive advantage of the business. Also because they have seized the opportunities in the finely decorated housing and prefabricated interior decoration markets, most companies in the engineering business have experienced good growth this year.
Source: Dacai Research
② Foshan is facing a coal-burning crisis: unstable supply security has become a concern for enterprises
The output value of ceramic equipment in Foshan, Guangdong accounts for more than 80% of the country's total export value of ceramic tiles, accounting for "half of the country's total". However, in recent days, we are feeling more pressure as the deadline for “coal-to-gas” is approaching. This year, more than 800 production lines in Guangdong's ceramic industry will gather to complete the "coal-to-gas" task before the end of the year, but the implementation is faced with difficulties. Zhang Qikang, director of Mona Lisa Group, pointed out that the most important thing is that the natural gas price in Foshan remains at 3 yuan/cubic meter, which is nearly 0.4 yuan/cubic meter higher than Qingyuan and Zhaoqing. According to the current gas price, the entire base will increase fuel costs by 63 million yuan a year, posing huge operating pressure. Many interviewees believe that Guangdong's ceramic industry generally encounters the problem of "coal-to-gas" problems, mainly due to the lack of unified planning and management and increasing gas supply levels, resulting in the gas price of some industrial enterprises exceeding 4 yuan/cubic meter. The promotion of " The "coal-to-gas" policy should solve the problem from the root to ensure the supply of gas sources and reduce the cost of gas consumption for enterprises.
Source: The Paper
③The China Building and Sanitary Ceramics Industry Slate Application Research Center has settled in a gold medal enterprise
On the 26th, the unveiling ceremony of the China Building and Sanitary Ceramics Industry Slate Application Research Center was held in Foshan. The gold medal enterprise is in the industryOne of the model enterprises of standardization, green environmental protection and intelligent manufacturing. Today, in order to accelerate technological innovation in my country's construction industry, we will gather the power of the industry to jointly solve common key technical problems in slate application research, strengthen communication, exchange and cooperation between domestic technicians and domestic and foreign counterparts, and improve the quality of slate products. level, the Slate Application Research Center of China Building and Sanitary Ceramics Association was established. This is fully in line with the original intention of the association: to give play to the leading role of key enterprises, solve common technical problems in the industry, and strengthen the exchange of Chinese and foreign design and R&D talents.
Source: China Building and Sanitary Ceramics Association
2丨Producing area dynamics
①Foshan, Guangdong: Demonstration of antibacterial testing technology results, 20+ ceramic companies attended the exchange
On the 26th, the Foshan Customs Office in Chancheng held an exchange event on antibacterial performance quality improvement and testing technology of building products, and demonstrated on-site the technical achievements of the Customs National Key Laboratory of Building and Sanitary Ceramics Testing in antibacterial performance testing. In recent years, the Customs Laboratory has carried out forward-looking technical research around the functionalization of ceramics. The "Research and Application of Anti-Slip Performance of Ceramic Tiles Based on Surface Profile Method" led by the Customs Laboratory has reached the international leading level; it has also carried out research on the safety of rock slabs and the air quality of indoor materials. The evaluation of purification performance and radiation performance of exterior wall materials solves the difficult problem of evaluating functional ceramic products, promotes the development of the industry, and makes scientific and technological strength the "hard core responsibility" for the development of enterprises and society.
Source: Huaxia Ceramics Network
② Zibo-Lahore Architectural Ceramics Online Fair was successfully held
Recently, under the guidance of the Zibo Municipal Bureau of Commerce, Qimaotong Platform, in conjunction with the Provincial Building Ceramics Industry Association and China (Zibo) Ceramics Headquarters, held the "Zibo-Lahore Building Ceramics Online Forum." This "Zibo-Lahore" (Architectural Ceramics) Online Fair has more than 60 domestic and foreign building ceramics companies and building ceramics purchasers participating. Focusing on the domestic and foreign building ceramics industry, the design and technology of domestic building ceramics companies are introduced. level, listen to the needs of foreign companies for building ceramic products, and carry out multiple rounds of group "one-on-one" communication and negotiation, online product display and other activities to achieve precise communication and docking. With the strong support of the Zibo Municipal Bureau of Commerce, Qimaotong has joined forces with various business associations to make full use of cloud tools and use new methods of international trade negotiation under the background of the epidemic to provide services for China.Trade transactions between foreign companies provide new opportunities and channels.
Source: Dazhong Daily
③Jingdezhen, Jiangxi: The national major research team of Jingdezhen Ceramics University visited Nanping Yaobian Ceramics Research Institute for investigation
On August 26, 2020, the Southeast Regional Research Team of Jingdezhen Ceramics University’s national major bidding project "Development of Chinese Ceramic Art from 1949 to 2019", led by Professor Chen Liping, visited Nanping Yaobian Ceramics Research Institute for investigation. Lu Jinxi The research team was warmly received. Under the leadership of Lu Jinxi, he conducted multi-angle, in-depth and all-round exchanges and discussions with the research team on how to accurately and in-depth inherit and carry forward the lamp industry. Now the teaching practice experimental base of Jingdezhen Ceramics University has been established in Nanping Yaobian Ceramics Research Institute. The research team also hopes that Jingdezhen Ceramics University can have more in-depth cooperation with Nanping Yaobian Ceramics Research Institute in the future to inject more into the building industry. New artistic connotation.
Source: Window to Chinese Universities
3丨Corporate Information
①Foshan Taoying New Materials Co., Ltd. was listed on the Guangdong Equity Exchange Center
Recently, Foshan Taoying New Materials Co., Ltd. held a listing ceremony at the Guangdong Equity Exchange Center (equity code: 892450), sounding the clarion call to connect with the capital market. Relying on years of technology accumulation and market reputation, by integrating domestic and foreign customer resources, with the goal of developing high-quality glazes, Foshan Taoying has successively developed thick polished diamond glaze, high-definition marble, antibacterial negative ions, wear-resistant, anti-slip, A series of new products such as soft throw, dry granules, and frit. Over the years, it has been highly recognized by well-known enterprises in the ceramic industry such as Marco Polo, Dongpeng, and Oceano. High-quality customer resources are an important guarantee for the company to maintain sustained and stable growth.
Source: Foshan Jiangxi Chamber of Commerce
②Seagull Champion Building Materials (Yantai) Co., Ltd. was established
Recently, Seagull Champion Building Materials (Yantai) Co., Ltd. was officially unveiled. Tang Zhizhi, general manager of Champion Tile Manufacturing, and the leadership of all Yantai subsidiaries attended the celebration; this time, Seagull Champion Building Materials (Yantai) Co., Ltd. was established to upgrade from the group level Pay attention to the Shandong production base, increase capital investment in the production base, and use more advanced production lines to ensure the high quality and high appearance of Champion tiles; quality is the foundation and quality is the lifeline. Champion has persisted for 48 years and will continue to do so. Pass it on. The establishment of Seagull Champion Building Materials (Yantai) Co., Ltd. means that Champion Tiles has taken a key step in the national strategic layout.
Source: Champion Tiles
③Belite was selected as the provincial science education base by the official website of Henan Association for Science and Technology
Recently, the official website of Henan Association for Science and Technology announced the proposed list of provincial science popularization education bases (2020-2024), and Neihuang County Beili Tai Ceramic Culture and Green Development Science Popularization Education Base was selected. Now it has been announced and officially selected. The company is the first domestic ceramics company to receive this honor. Bellite Ceramics is committed to the strategic business goals of globalization, focusing on the R&D and manufacturing of high-quality ceramic tile products, and striving to create a full range of product systems; the selection of the base is a full affirmation of the company's series of measures and achievements in deeply practicing the green development concept over the years. We will continue to fully respect environmental protection, respect the laws of nature, and attach importance to ecological civilization and green development.
Source: Belite
4丨Bathroom News
① Huida Sanitary Ware released its semi-annual report and project channels increased by 30.99% in the second quarter
On the evening of August 25, Huida Sanitary Ware released the "2020 Semi-Annual Report". The report shows that in the first half of the year, Huida Sanitary Ware sold both domestic and foreign sales, and adopted the company's self-operated plus dealer regional landing model in engineering channels. In the second quarter, domestic sales Sales revenue was approximately 632 million yuan, a year-on-year increase of 6.58%, of which the engineering channel achieved revenue of 224 million yuan, a year-on-year increase of 30.99%. Affected by the epidemic at home and abroad, the overall performance of the home furnishing industry was sluggish in the first half of the year. Huida Sanitary Ware's domestic sales recovered significantly in the second quarter, and the engineering channel bucked the trend and performed well.
Source: Leju Finance
②Wrigley Bathroom cooperates with Baidu AI to demonstrate the wisdom of bathroom life
From August 25th to 30th, Baidu AI special exhibition "flashed" in Shenzhen Futian Galaxy COCO Park. Wrigley Bathroom is committed to technological intelligence to create smart lives for users, and strongly assisted this Baidu AI special exhibition to show the life wisdom of bathroom.
Baidu AI Office contains many "black technologies", the most interesting of which is the AI super claw machine that "operates without contact" through facial expressions, gestures and body language. In the AI Claw Machine Paradise, Wrigley Bathroom has carefully created a unique and creative bathroom space, combining bathroom ware with trendy toys to create a super eye-catching photo spot. The AI claw machine in this special exhibition attracted more than 10,000 people to experience it on the first day of the event.
Source: Jingbao.com
③Won another international award! Huida Sanitary Ware won the ADMEN Advertiser International Award!
On August 25, the 2020 Y2Y Brand Youth Festival and the 9th ADMEN International Awards Ceremony were grandly held in Tianjin. Huida Sanitary Ware successfully won the "Brand Rejuvenation Case Award" by virtue of the "Enjoy Stay and Start Again" brand feature film shot with "Big Country Brand" from more than 400 applying institutions and 2,000+ participating projects, becoming the only one in the industry to win this award. of enterprises. The ADMEN International Award is an international award focusing on the global media industry and cultural and creative industries.
Source: Jiangxi Internet Radio and Television Station
5丨Home building materials
① China National Building Materials Group’s first “Good Utilization of Resources Day” was held at the “China National Building Materials Institute” open day in Beijing
The first "Good Utilization of Resources Day" event of China National Building Materials Group was held in Beijing on August 26 at the "China Building Materials Research Institute Co., Ltd." open event. It is understood that China National Building Materials Group organized 37 companies in 28 cities to open simultaneously on August 26. Among them, China National Building Materials Institute organized the simultaneous opening of its Beijing headquarters and Xi'an institute.
China National Building Materials Group has designated August 26 as the "Good Utilization of Resources Day". Centering on the core concept of "making good use of resources to serve construction" and the core values of "innovation, performance, harmony and responsibility", China National Building Materials Group has uniformly deployed and arranged a series of activities such as opening up enterprises to effectively transform the concept. For culture, transform it into action, further enhance the understanding and recognition of the group's culture and material manufacturing industry from all walks of life and the majority of cadres and employees, and improve the cohesion and influence of the enterprise.
Source: China Building Materials News
② Yan Xiaofeng, Secretary of the Party Committee of China Building Materials Federation, and his delegation visited the Building Materials Industry Information Center for investigation
On the morning of August 24, Yan Xiaofeng, Secretary of the Party Committee of China Building Materials Federation, and his delegation went to the Building Materials Industry Information Center (hereinafter referred to as the Information Center) for investigation and guidance. Chen Guoqing, Deputy Secretary of the Party Committee of China Building Materials Federation, Sun Xingshou, Director of the Department of Information and Economic Operations, and Structure Zhou Liwei, deputy director of the Adjustment and Development Department, and other leaders participated in the survey.
Source: Economic Daily
③Freezer market forecast for the second half of 2020: Channel transfer continues, product structure enters a period of adjustment
The state of the freezer market in the first half of 2020 can only be described as "bleak". Although the offline market began to recover in May and the online market performed well overall, the overall market in the first half of the year was still not optimistic due to the impact of the epidemic in the first quarter. AVC data shows that from January to July 2020, the retail sales of refrigerators in all channels were 5.95 billion yuan, a year-on-year decrease of 16.9%, and the retail volume was 4.652 million units, a year-on-year decrease of 7.3%.
Source: Aowei Cloud Network
6丨Real Estate Observation
①12654 yuan/㎡! Land prices hit a new high in Zhangcha! Hongyang Consortium seizes Chancheng residential land for more than 500 million
The land sale in Chancheng attracted 12 groups of real estate companies to rush for it! This time it’s Zhangcha, less than one kilometer to the ancestral temple! On the morning of August 25, after one hour and forty minutes and 50 rounds of bidding, Guangzhou Honggao Industrial Co., Ltd., a consortium of Hongyang + German businessmen, won 539.67 million yuan and acquired 17,000 square meters of residential land in Zhangcha, Chancheng, equivalent to the floor price. It is about 12,654 yuan/㎡, with a premium rate of 48.8%, successfully surpassing the 11,842 yuan/㎡ of the Helenbergh land, and breaking the Zhangcha floor price record again after two months.
Source: Leju House Buying
②Interest-bearing liabilities surged by 22%, gross profit margin fell to the altar, and China Resources Land fell into "middle-aged anxiety"
Amid the epidemic, China Resources Land's performance in the first half of 2020 was slightly weak. Interim financial data disclosed on August 26 showed that in the first half of the year, China Resources Land's comprehensive operating income fell by 2.1% year-on-year to 44.87 billion yuan. Among them, the turnover of development properties and rental income from investment properties (including hotel operations) fell by 1.7% respectively. , 12.5% to 35.97 billion yuan, 4.99 billion yuan. During the reporting period, gross profit was achieved at 15.046 billion yuan, a year-on-year decrease of 14.12%. This was another decline after China Resources fell from the altar of "high gross profit margin" in 2019.
Many core indicators have declined overall. The once industry leader is no longer the leader in the industry.With the free and easy wantonness of young people, China Resources, now 26 years old, is undoubtedly facing a major "middle-aged crisis." Funding anxiety: Total interest-bearing liabilities increased by 22.27%.
Source: Tencent Real Estate
③ Dafa Real Estate’s revenue in the first half of the year was 3.5 billion, and its net debt ratio will reach 71.7%
On the evening of August 25, Dafa Real Estate Group Co., Ltd. released its performance report for the first half of 2020. During the period, Dafa Real Estate achieved operating income of 3.472 billion yuan, gross profit of 698 million yuan, and net profit attributable to shareholders of 141 million yuan.
As of the end of the first half of this year, Dafa Real Estate's total assets were approximately 33.567 billion yuan, an increase of approximately 21.2% from approximately 27.701 billion yuan at the end of last year; total cash and bank balances (including restricted cash and pledged deposits) were approximately 5.793 billion yuan, an increase of approximately 21.2% from approximately 27.701 billion yuan at the end of last year. At the end of last year, it was approximately 4.694 billion yuan, an increase of approximately 23.4%. In addition, the company's net gearing ratio dropped from approximately 77.8% at the end of last year to approximately 71.7% as of June 30 this year.
Source: Guandian Real Estate Network
7丨Ideology
① Zhang Nianchao: It’s time to fight with real swords and guns! These three types of ceramic enterprises will be eliminated
In 2020, it is not that it is difficult to do business, cooperate, or make money, but that many methods have failed and an international order has been formed. Some traditional methods are no longer suitable for today's market, and consumption will return to the original meaning of human nature or itself. The real low price is not the low price, but the need for endorsement. Selling at a low price is of no use. Selling at a low price is useful if you have something to back you up. Products without quality will be eliminated by policy and society, companies without innovation will be eliminated by the market, and companies without standards will be eliminated by competitors. The market is changing, and the ceramic industry is also changing. It is difficult to operate. To run a brand, you must be able to withstand loneliness and temptation.
Source: Ceramic Information
Zhang Nianchao, Managing Director of Tongli Marble Ceramics
②Chen Qinxian: The future requires “good quality, good products, and good construction”
In the future, design is a necessity, not a luxury. The only core competitiveness that future building materials and home furnishings will cultivate is design capabilities and design flow. Young consumers are mainly concerned about product style and color. They also need better services from dealers and improved design capabilities. In addition to good looks and quality, young people also want worry-free, fast and convenient products. Future design is a necessity, not a luxury. In the future, the only core competitiveness for building materials and home furnishings to cultivate is design capabilities and design flow.Quantity aspects.
Source: NetEase Home
Chen Qinxian, General Manager of Marketing of Xinzhongyuan Ceramics
